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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 | Other Services | $6,906 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,099 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1151034 | Contract Administrator | $171 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,998 | $50,637-48.7% | $86,582-70.0% | $62,293-58.3% |
| Participation rate | 33.6% | 67.9%-34.2pp | 73.5%-39.9pp | 69.5%-35.9pp |
| Annual return | 14.60% | 20.80%-6.2pp | 965.08%-950.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $10 | $2,075-99.5% | $2,839-99.7% | $2,042-99.5% |
| Participant deferral / active EE | $1,217 | $2,611-53.4% | $3,609-66.3% | $3,169-61.6% |
| Admin fee / account holder | $48 | $413-88.4% | $4,904-99.0% | $479-90.0% |